Senior Client Service Associate

2 weeks ago


La Crosse, United States Northwestern Mutual Twin Cities Full time

Senior Client Service Associate

Focal Point Financial Advisors| La Crosse, WI | Northwestern Mutual

At Focal Point Financial Advisors, we are focused on helping clients create their own economy and achieve confidence in their financial lives. Charting a client's course begins by developing a personalized, comprehensive financial plan as a guide and implementing solutions by leveraging innovative tools, technology, and world-class products. As a Senior Client Service Associate, you will have an opportunity to work alongside Advisors and team members to positively impact our ability to serve, support and impact the lives of many clients. We are a rapidly growing team, and pursuit of excellence with a focus on continuous learning is vital.

Responsibilities

Client Relationship Management

Develop and build relationships with assigned clients and family members

Facilitate the onboarding of new clients and family relationships

Actively participate with Advisors in client meetings by taking notes, tracking items on the agenda, and answering questions

Follow-up with the client after the meeting if additional information is needed

Answer client questions outside of meetings

Case Management

Ensure client files are prepared prior to a client meeting and the Advisor is prepared to cover items on the agenda

Ensure all action items following the client meeting are addressed or assigned to be addressed. Follow up with team to completion of items. Maintain accurate and compliant client records

Work with team members to manage all client service requests

Facilitate and assist in the creation of investment accounts and insurance policies, including data gathering and signature requests

Qualifications

Required

Bachelor's Degree in business administration or in a related industry (financial, economics, etc)

5+ years of previous client service experience with a preference in Financial Services, Insurance, or Investment experience in an equivalent role

Exceptional analytical skills, attention to detail, and follow-thru

Excellent written and verbal communication skills

Desired

Active Life and Health State Insurance Licensing, FINRA Series 7, Series 63 registrations preferred. If not current standing, must be obtained within 90 days of hire

Completion of requirement to become a Northwestern Mutual Associate Wealth Management Advisor with the first 90 days required



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